Job DescriptionJob Description
As an Associate Financial Advisor, you’ll operate as a strategic extension of the Managing Partner—supporting his client relationships, managing workflow, coordinating internal resources, and ensuring flawless execution across all planning initiatives. This role blends client-facing engagement with behind-the-scenes strategy and operational oversight. You will meet with and manage existing and new client needs, prepare planning work, coordinate insurance and wealth management tasks, ensure follow-through, and help manage and coordinate both the existing administrative team and future team expansion. This position is built for someone looking to grow into a Senior Advisor role while learning directly from an experienced leader in the Private Wealth division.

Client Support & Relationship Management

- Support the Managing Partner in serving legacy and HNW clients
- Join discovery calls, follow-ups, and client reviews
- Manage client communication, timelines, and service expectations
- Ensure a consistent, white-glove advisory experience

Insurance & Wealth Planning Execution

- Prepare analyses, illustrations,



and tax-productive strategy summaries
- Coordinate underwriting, carrier communication, and case advancement
- Identify planning opportunities based on client goals and circumstances
- Produce clean, client-ready planning deliverables

Managing Partner Support & Practice Coordination

- Help manage workflow, priorities, and meeting cadence for the Managing Partner
- Ensure follow-through on commitments and internal deadlines
- Anticipate needs and support efficient decision-making
- Act as a stabilizing operational partner in a fast-moving practice

Team Coordination & Growth Support

- Coordinate with administrative team to maintain execution quality
- Support onboarding and integration of future team hires
- Help build a disciplined, scalable service model

Operational & Administrative Excellence

- Maintain CRM accuracy, compliance processes, and documentation integrity
- Manage planning workflows and service pipelines
- Prepare agendas, summaries, and reporting packages

📌 Associate Financial Advisor, HNW Investment & Insurance (Toronto)
🏢 niche recruitment
📍 Toronto